How big is State Engagement Fund's plan?

State Engagement Fund's plan reported $1.3M in assets and 14 participants for 2025.

Original filing (PDF)20260423220512NAL0011283346016

State Engagement Fund

Name: State Engagement Fund — State Engagement Fund 401(k), Form 5500 (2025)
Creator: State Engagement Fund
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

State Engagement Fund 401(k) Plan

401(k) retirement plan · State Engagement Fund's State Engagement Fund 401(k) Plan held $1.3M in plan assets for 14 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.3M

Net assets (EOY)

$1.3M

Plan identifiers

State Engagement Fund's EIN is 81-0865943.

EIN 81-0865943

Plan number 001

Plan year 2025

ACK ID 20260423220512NAL0011283346016

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for State Engagement Fund from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

State Engagement Fund's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for STATE ENGAGEMENT FUND.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score